Performance Focused for Nearly 60 Years

• Founded in 1958 by Jim Stowers, Jr., our investment professionals aim to outperform relevant benchmarks and peer groups using a highly defined, disciplined and repeatable process that emphasizes independent thinking.

• We take an active, team-based and risk-adjusted approach to managing equity, fixed income and alternative investments.

• With a global presence, we help clients around the world achieve their goals.

Pure Play Business Model

• Investment management is our sole focus, which empowers us to align our decisions with client expectations.

• No ancillary businesses compete with our clients or dilute our resources to serve them.

Privately Controlled and Independent

• Our ownership structure allows us to maintain a long-term view in the best interest of our clients—we’re not beholden to quarterly earnings pressure.

• We take an independent view, guided by our commitment to do the right thing for our clients. This focus on integrity has earned the trust of our clients for nearly 60 years.

Prosper With Purpose^™

• Every day, people focus on making the world a better place for themselves, their families and their organizations. You can give back something more valuable than money.

• By investing with us, you also invest in the future of others and potentially impact the lives of millions. That’s possible because of the distinct relationship with our primary owner, the Stowers Institute for Medical Research.

• Our dividend payments support the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer. It’s how we and our clients together redefine prosperity.

Together we can become a powerful force for good … it’s like nothing you’ve ever seen from an investment management firm.